Welcome to our dedicated page for Walt Disney SEC filings (Ticker: DIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Disney鈥檚 beloved characters may headline the news, but its SEC filings reveal the real story: how streaming growth, sports-rights costs, and theme-park investments shape future cash flow. With hundreds of pages covering multiple business segments, even seasoned analysts can spend hours searching for key metrics.
- The Disney annual report 10-K simplified view tracks IP monetization and capital spending across parks and resorts.
- Every Disney quarterly earnings report 10-Q filing is distilled into subscriber trends, advertising swings, and production expenses.
- Disney 8-K material events explained highlights leadership changes, new franchise launches, or debt issuances as they hit EDGAR.
- Governance matters? The Disney proxy statement executive compensation section breaks down bonus targets tied to box-office and streaming milestones.
- Ownership shifts appear through Disney insider trading Form 4 transactions, with Disney Form 4 insider transactions real-time alerts that catalog every Disney executive stock transactions Form 4.
Stock Titan applies AI to turn dense disclosures into plain English鈥攇iving you Disney SEC filings explained simply and rapid Disney earnings report filing analysis. Whether you鈥檙e monitoring covenant compliance, modeling segment margins, or understanding Disney SEC documents with AI, our platform delivers expert summaries, real-time filing updates, and historical comparisons that help you act with confidence.
Disney鈥檚 Q3 FY25 (ended 28 Jun 2025) showed solid top-line growth and a sharp earnings jump. Revenue rose 2% YoY to $23.65 bn, while net income attributable to Disney more than doubled to $5.26 bn. Diluted EPS climbed to $2.92 from $1.43, aided by a $3.3 bn non-cash tax benefit tied to the complete purchase of NBCU鈥檚 33% Hulu stake and a $0.4 bn final payment to NBCU.
Segment trends were mixed. Experiences led with operating income up 13% to $2.52 bn on steady parks, resorts and merchandising demand. Sports OI advanced 29% to $1.04 bn despite a 6% revenue dip, reflecting cost management. Entertainment OI fell 15% to $1.02 bn as lower advertising and affiliate fees offset subscription gains. Total segment OI grew 8% to $4.58 bn.
Balance-sheet and cash-flow highlights. Operating cash flow surged 61% to $13.63 bn; CAPEX expanded to $6.11 bn, leaving ~ $7.5 bn in implied free cash flow. Borrowings dropped to $42.26 bn (-$3.55 bn YTD) and cash ended at $5.37 bn after $2.50 bn of share repurchases and $905 mn of dividends. Disney retains $12.25 bn of unused bank capacity (SOFR+0.63鈥�1.10%).
Management booked $185 mn of restructuring and impairment charges and continues cost-saving efforts. Future unsatisfied performance obligations total $16 bn, with $8 bn expected over FY25-26.
Angel Oak Financial Strategies Income Term Trust (FINS) filed a Form 4 disclosing that Chief Compliance Officer William Eldredge purchased 1,920 common shares on 08/05/2025 at $13.10 per share (transaction code P). The open-market buy increased his direct ownership to 2,940 shares; no sales or derivative trades were reported. The purchase represents roughly $25,200 of personal capital and was executed directly, indicating a modest vote of confidence from management. While positive from a sentiment standpoint, the transaction is small relative to the fund鈥檚 float and does not affect control, capital structure, or near-term financial metrics.
Walt Disney Co. (DIS) 鈥� Form 4 insider transaction
Director Michael B. G. Froman reported acquiring a total of 805.7 Disney common shares on 30 June 2025 at an indicated price of $119.43 per share. The acquisition resulted from the director鈥檚 election to receive his quarterly Board cash retainer and deferred stock award in the form of stock units issued under the company鈥檚 Amended and Restated 2011 Stock Incentive Plan.
Following the conversion of units to shares, Froman now beneficially owns 20,332 shares directly and 20 shares indirectly through a trust. No derivative securities were reported, and the filing does not indicate any dispositions or sales.
The transaction appears routine and compensation-related, but it nonetheless modestly increases insider ownership, which some investors view as an incremental governance positive.
Walt Disney Co. (DIS) 鈥� Form 4 insider transaction
Director Michael B. G. Froman reported acquiring a total of 805.7 Disney common shares on 30 June 2025 at an indicated price of $119.43 per share. The acquisition resulted from the director鈥檚 election to receive his quarterly Board cash retainer and deferred stock award in the form of stock units issued under the company鈥檚 Amended and Restated 2011 Stock Incentive Plan.
Following the conversion of units to shares, Froman now beneficially owns 20,332 shares directly and 20 shares indirectly through a trust. No derivative securities were reported, and the filing does not indicate any dispositions or sales.
The transaction appears routine and compensation-related, but it nonetheless modestly increases insider ownership, which some investors view as an incremental governance positive.
The Walt Disney Company (DIS) filed a Form 4 disclosing that director James P. Gorman acquired 1,046.7 shares of Disney common stock on 06/30/2025 at a price of $119.43 per share. The acquisition was coded 鈥淎,鈥� indicating it was an award or open-market purchase rather than a sale. Following the transaction, Gorman directly owns 25,395.8 Disney shares. The filing notes that the shares represent (i) 392.5 stock units issued in lieu of cash retainer fees and (ii) 654.2 deferred stock units granted under Disney鈥檚 Amended and Restated 2011 Stock Incentive Plan. No derivative security transactions were reported, and there were no disposals of shares. The transaction appears to be part of the director鈥檚 routine compensation election rather than an opportunistic trade.
The Walt Disney Company (DIS) filed a Form 4 disclosing that director James P. Gorman acquired 1,046.7 shares of Disney common stock on 06/30/2025 at a price of $119.43 per share. The acquisition was coded 鈥淎,鈥� indicating it was an award or open-market purchase rather than a sale. Following the transaction, Gorman directly owns 25,395.8 Disney shares. The filing notes that the shares represent (i) 392.5 stock units issued in lieu of cash retainer fees and (ii) 654.2 deferred stock units granted under Disney鈥檚 Amended and Restated 2011 Stock Incentive Plan. No derivative security transactions were reported, and there were no disposals of shares. The transaction appears to be part of the director鈥檚 routine compensation election rather than an opportunistic trade.
The Walt Disney Company (DIS) filed a Form 4 disclosing that director James P. Gorman acquired 1,046.7 shares of Disney common stock on 06/30/2025 at a price of $119.43 per share. The acquisition was coded 鈥淎,鈥� indicating it was an award or open-market purchase rather than a sale. Following the transaction, Gorman directly owns 25,395.8 Disney shares. The filing notes that the shares represent (i) 392.5 stock units issued in lieu of cash retainer fees and (ii) 654.2 deferred stock units granted under Disney鈥檚 Amended and Restated 2011 Stock Incentive Plan. No derivative security transactions were reported, and there were no disposals of shares. The transaction appears to be part of the director鈥檚 routine compensation election rather than an opportunistic trade.
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